by Jason Epps | Jul 21, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Tax Strategies, Uncategorized
The “One Big Beautiful Bill Act” just became law, and if you’re wondering what it means for your taxes, you’re not alone. This isn’t your typical tax overhaul—instead, it’s a strategic mix of making existing benefits permanent while...
by Jason Epps | Jun 6, 2025 | Blog, Investment Management, Uncategorized
Everyone’s asking the same question – but most are focusing on the wrong answer. The warning signs are everywhere: J.P. Morgan lowered recession probability but it’s still uncomfortably high, consumer sentiment has plummeted to five-year lows, and policy...
by Jason Epps | Apr 14, 2025 | Blog, High Income Earners, Self-employed, Small Business, Uncategorized
When I was a kid, I always knew spring had officially arrived—not because of the warmer weather or blooming flowers, but because my mother would clean out the pantry. Every year, like clockwork, she’d pull everything off the shelves, check expiration dates, and...
by Jason Epps | Mar 20, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
If you’re an Amazon employee, you likely have a substantial RSU package that could potentially transform your financial future. There’s just one problem: Amazon’s unique vesting schedule can feel confusing and overwhelming. If you feel this way, you’re not...
by Jason Epps | Feb 18, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
Dealing with stock options can be tough. From figuring out when and how to exercise, to dealing with complex taxes and the pressure of managing expiration dates, it can quickly feel overwhelming. However, figuring out these challenges is vital because stock options...
